Mid-sized law firms
You’re growing but still feel like family. You need a case management platform that will support your needs now and in the future. Welcome to Neos, the one-stop-shop platform that has everything your firm needs for success.
With Neos, you’ll enjoy:
- Payment capture in a few clicks
- Hundreds of best-in-class integrations including Microsoft 365 and Zapier
- Workflow automation
- Document management to minimize wasted time
- Reporting and analytics
- Automated intake
- Timekeeping & billing
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Exceed staff and client expectations with Neos, the premier cloud-based case management platform
All the tools you need at your fingertips
Neos’s sizable (and growing) collection of integrations means your firm will always have the solutions you need to support your business goals. Whether it’s capturing payment effortlessly through LawPay, sending digital documents for secure signatures through DocuSign, or even accessing your Microsoft Outlook calendar, Neos keeps your firm running smoothly without the need to break a workflow by switching programs. Everything you need is right there.
Read more about Neos integrations
Stay informed about your firm’s health and efficiency
Neos offers a robust assortment of ready-made dashboard reports, or you can customize ones to suit your unique needs. It’s critical to keep an eye on metrics like efficiency, productivity, marketing ROI, and other data to ensure you’re headed in the right direction or alert you when you’re veering off course. What gets measured gets improved.
Schedule a training session to learn how to build the reports you need
Intake that maximizes staff time
When you’re competing with other law firms for a case, time is of the essence in capturing a prospect’s information and securing them as a client. Neos offers automated intake capabilities that pulls information from multiple sources (e.g., chatbots, website forms, voicemails, and more) and dynamic forms that change on the fly to prevent missing data and dropped balls. Your intake staff will love how seamlessly the intake transitions into a case file and Neos’ automatic conflict checks.
Learn more about automated intake with Intake Pro
Document management that works for you
Every firm has its own way of organizing case files and documents. With Neos, you can customize your setup to support your firm’s unique needs and goals. Take advantage of OCR technology (that even translates a written scanned note into searchable text), case-specific and global document tagging capabilities, and link related documents for easy future references. Enjoy simultaneous collaboration with colleagues and automatic saving.
Learn more about Neos’ document management capabilities
